Core Insights - Xylem reported revenue of $2.27 billion for the quarter ended September 2025, reflecting a year-over-year increase of 7.8% and exceeding the Zacks Consensus Estimate of $2.22 billion by 1.98% [1] - The company's EPS for the quarter was $1.37, up from $1.11 in the same quarter last year, surpassing the consensus estimate of $1.24 by 10.48% [1] Revenue Breakdown - Measurement & Control Solutions generated $522 million, exceeding the estimated $502.6 million, with a year-over-year increase of 14% [4] - Applied Water revenue was $456 million, slightly below the estimated $463.59 million, with a year-over-year increase of 2% [4] - Water Infrastructure revenue reached $656 million, surpassing the estimate of $647.39 million, representing a year-over-year increase of 5.3% [4] - Water Solutions and Services generated $634 million, exceeding the estimated $604.59 million, with a year-over-year increase of 10.1% [4] Adjusted Operating Income - Adjusted Operating Income for Water Infrastructure was $145 million, above the average estimate of $130.79 million [4] - Adjusted Operating Income for Applied Water was $89 million, slightly above the estimated $87.28 million [4] - Adjusted Operating Income for Water Solutions and Services was $127 million, exceeding the estimate of $103.37 million [4] - Corporate and other adjusted operating income was reported at -$22 million, below the estimate of -$18.8 million [4] - Measurement & Control Solutions had an adjusted operating income of $90 million, below the average estimate of $95.01 million [4] Stock Performance - Xylem's shares returned +3.8% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
Compared to Estimates, Xylem (XYL) Q3 Earnings: A Look at Key Metrics